The Purpose Focused Advisor

"Don't regret anything" sounds like formidable advice. Oftentimes, we find it easy to ignore. During this episode of the Truest Fan Podcast, my guest, Craig Moncey, and I discuss how regret holds us back. Sometimes causing us to unnecessarily relive the past, other times preventing us from taking action today and still other times keeping us from looking positively into the future. During our conv...

Do you ever stop to think about what you want? What you really want from your business and in your life. For today's guest on the Truest Fan Podcast, Casey Lang of Lang Financial, it's an essential step for growing and succeeding. During this episode, Casey and I discuss the importance of having a clear mental snapshot of what you believe your future will look like. A picture of what life has in s...

Too often, we go through life with blinders on. Only focusing on our very next steps. Or only pursuing short term goals. In the latest episode of the Truest Fan Podcast, my guest, PhilWeiss, Founder of Apprise Wealth Management, talks about the importance of removing our blinders and focusing on our future. How our big dreams can play a huge part in our ongoing success. Phil reminds us to not reli...

In this episode of the Truest Fan Podcast, you'll meet coach and author, Nina Cooke. Nina loves to help financial advisors and entrepreneurs strengthen their mindset. We talk about achieving peak performance. The significance of truly paying attention to the way we think. And how to keep our thoughts from becoming obstacles to our success. We also dig deep into the importance of avoiding the trap...

The old saying "actions speak louder than words" can be easily forgotten. But top performers, like today's guest, Brian Quaranta, always keep their most important actions in plain sight. Actions have helped him build an awesome team, create dynamic client care routines and drive massive growth. You might be surprised to learn that those actions aren't always the result of 24/7 motion. They also co...

My guest on this week's podcast is Trish Overton of Apella Capital in Atlanta. Trish is one of those awesome people who shines a bright light in this world. She has a terrific knack for bringing out the best in others. Trish is also amazing at staying focused, building systems and getting things done. Her clients absolutely love her and her team. I'm 100% confident you'll enjoy our conversation, i...

All too often, we make life about the numbers. Whether it's a revenue target for our businesses or how much money we'll need to retire, we obsess over where we would like to be in the future. And we lose focus on what we can be doing right now to live a life we really love. Allowing us to make a difference to the people and causes we care about and most likely accomplish more than we may have thou...

Back in 1930, economist John Maynard Keynes wrote an essay in which he predicted his future grandchildren would only need to work 15 hours per week. He imagined that by now people would work Monday and Tuesday with a five-day weekend. His argument was based on the belief that over time, thanks to technology and new ideas, we would become more productive. In other words, an hour of labor would prod...

Do you ever wonder how you're going to get it all done? You feel like you have way too much to do and you don't have a system for putting your most important priorities first. In this week's episode, you're going to meet Matt Ross. Matt, a top performing financial advisor, is great at staying focused on his biggest goals. Taking action on the things that will make the biggest difference to his cli...

In this episode of the Truest Fan podcast, you'll meet Phil Calandra, a financial advisor and leader of the Atlanta team of Apella Capital Management. With everything going on in the financial markets (and the world), this is a great time to meet Phil because he is an optimist. Phil is great at putting things in their proper perspective. He's a great cheerleader. He also knows how to lead people,...

Sometimes our big projects and our daily tasks feel like juggling balls. We toss them in the air and hope we don’t drop them. All the while wondering which one is most important… which one should we stop and catch. Hoping the rest won’t come crashing down. Put another way, many of us can be good at getting things started but find finishing much more difficult. Deadline or no deadline, the final to...

This episode was created especially for financial advisors in my audience. No matter how you serve your clients, you're probably feeling the sting of volatile markets and a turbulent economy. There's a lot of worry going around. Rising interest rates, surging costs and declining stock prices seem to be a part of every extended conversation. You need to interrupt that pattern.   Now, maybe more tha...

Most often, when we think about our legacies, if we stop to think about them at all, we're looking many years into the future. This can be particularly true as we think about the businesses we're building or the plans we're helping our clients make for the future. We wonder about the big stuff we can do that will have a huge impact on others. (Maybe even when we're no longer in this world.) That l...

When's the last time you actually listened to the WORDS of a song that inspires you? Or truly took the time to reflect on gratitude?  In this episode, we'll walk through 7 tips for finishing your day on a high note. What's cool is that each idea only takes about 5 minutes, but the impact can last for hours... even days. Better still, these tips just might be your  secret  for beating the afternoon...

In this episode, I share a few stories of my own clients and how they are leaping past obstacles and achieving big things. One thing they all have in common is the ability to break their long-term priorities down into short-term activities. They know clearly what they need to do today to reach their big dreams of tomorrow and beyond. Face it... Too often, we tell ourselves that we can only accompl...

Do you feel like you’re overwhelmingly busy? Like you don’t have enough time and your schedule is ever-growing? Maybe you have amazing ideas but you don’t know how to take time out of your days to get started on your new projects? You're not alone. It’s so easy to get sucked in by all distractions of life. The stress coming with being busy all the time also drains your energy, focus, and disciplin...

Most people know they’re powerful and could accomplish great things—if they showed up as the leaders they could be. But it’s easy to get stuck following orders and letting others dictate who you can be.  The truth is: Leaning into your leadership potential is simpler than you might think. In this episode, you’ll discover how to unleash your potential, become a true leader and be your truest fans. ...

What makes a business successful? You might say outstanding service, loyalty programs, and excellent client relationships. And you'd be right. However, if you'd like to make your business impactful and work with partners year in and year out, you'll need more than that. You need to create a mutual relationship with your clients where you're each other's "truest fans". Because truest fans aren't ju...

If you’re serious about turning big dreams into results, you’ve probably dealt with the dreaded “1-year plan”.  At first, you’re full of ambition. You’re going to double your income, spend more time with your kids, lose that stubborn fat…  Then 3 months pass. And you’re barely any closer to your goals.  Then 6 months. And you’re not even close to accomplishing 50% of your goals. By this point, mos...

It’s been a hard day at work. You arrive home feeling completely drained because your boss yelled at you, your customers were unreasonable and your colleagues left you to clean up their mess…. Now you’ve got no energy to devote to your family, your community, or your personal growth.  It happens to all of us. But there’s actually a simple way to ensure you can call each day a success, no matter wh...

It can be easy to lose track of what we really value. We say we prioritize our family, but we skip movie time to sit hunched behind our laptops. We know the work we have to get done, but we get distracted by social media, texts and emails.  That’s a downside to living in our modern world: There are so many things to do that we get distracted from what really matters most.  But when you stay hyper-...

Have you ever wondered why some people achieve every grand vision they can imagine while others fail at the tiniest goals? It’s not because some people are better than others.  It’s because some people believe in themselves—and others don’t.  If you believe in yourself, you’ll see opportunities everywhere and walk through life knowing you can do anything you set your mind to.  In this episode, you...

Many high achievers work hard for more money, power and success. But when they finally get it, they’re devastated because the things they have chased for years give them zero happiness.  That’s because most people live without purpose. If you’re lacking purpose, no amount of money will make you happy. But if your life has purpose, you’ll feel fulfilled—whether you’re driving an Italian sports car...